A Modern Way for Tax Pros to Earn CE & CPE
Get year-round support from tax professionals through live and on-demand webinars, delivering personalized answers, practical strategies, and actionable insights.
Upcoming Live Webinars
Legacy Matters: Navigating the Death of a Shareholder
2 IRS CE/CTEC/NASBA CPE*
Specific compliance matters may have serious tax consequences for S corporation status and phantom taxable income exposure for the family and heirs of the deceased shareholder. Step up basis for S corporations and C corporations is handled substantially differently than for partnerships or ...
Legacy Matters: Navigating the Death of a Shareholder Another Exciting AI Class with John: Title TBA
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Another Exciting AI Class with John: Title TBAS is for Splitting: The Guide to S Corp Dissolution
2 IRS CE/CTEC/NASBA CPE*
Accurately report and record the sale or dissolution of an S corporation for tax, basis and possible shareholder pass- through profits or losses from the sale or dissolution. Learn the minimum and maximum requirements for reporting business entity sales or dissolutions and possible tax preparer exposure for compliance or shareholder disagreements. Tax planning strategies ...
S is for Splitting: The Guide to S Corp DissolutionBusiness Retirement Bliss: Strategies for a Smooth Transition
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Business Retirement Bliss: Strategies for a Smooth TransitionFederal Tax Update: Individual Deductions (for 2026 CTEC Deadline)
3 IRS CE/CTEC/NASBA CPE*
This course satisfies the requirement for CTEC 2026 renewal. This Federal tax update will focus on deductions reported on 2 schedules of the Form 1040. Schedule 1-A and Schedule A. Schedule 1-A: Additional Deductions. We will go over the latest guidance and best practices for helping our clients take full advantage of No Tax on ...
Federal Tax Update: Individual Deductions (for 2026 CTEC Deadline)FIRPTA Gone Wrong: Misapplied Payments and Practitioner Response
2 IRS CE/CTEC/NASBA CPE*
This program focuses on how practitioners respond when FIRPTA withholding goes wrong. Participants will review the core framework under IRC §1445, including withholding requirements, reporting obligations, and the roles of the parties involved in a transaction. The emphasis, however, is on real-world problems: identifying misapplied or missing payments, understanding why these issues occur, and determining how to fix them.
FIRPTA Gone Wrong: Misapplied Payments and Practitioner ResponseFREE Webinar: What About Partnerships?
2 IRS CE/CTEC/NASBA CPE*
This Program examines the partnership form of entity, including its advantages and disadvantages, formation under §721 and funding rules, partnership entity choices, operational considerations involving allocations and distributions, and key distinctions between partnerships, corporations, and S corporations. ...
FREE Webinar: What About Partnerships?Terrifying Tax Troubles: Circ 230 Ethics for 2026 CTEC Deadline
2 IRS CE/CTEC/NASBA CPE*
This course satisfies the requirement for CTEC 2026 renewal. This Program examines ethical situations tax professionals may encounter when working with clients. Participants will explore due diligence when onboarding new clients, competence and professional standards when addressing challenging tax situations, conflicts of interest ...
Terrifying Tax Troubles: Circ 230 Ethics for 2026 CTEC DeadlineForm 1065: Pen to Paper, Part 1 of 2
2 IRS CE/CTEC/NASBA CPE*
Part 1 of 2 Partnerships-Pen to paper Form 1065 tax preparation This session details preparing Form 1065 (Partnerships & LLCs filing as partnerships). Complete examples are provided for most common tax returns including basic K-2 & K-3 filing, common elections such as PTET, Section 754 step up, partner loans, contributions or buy out ...
Form 1065: Pen to Paper, Part 1 of 2
On-Demand Webinars
FREE Webinar: Late Foreign Gift Reporting: Triage, Strategy, and Risk
2 IRS CE/CTEC/NASBA CPE*
This program focuses on how practitioners should respond when late foreign gift reporting is discovered. Participants will review the filing requirements under IRC §6039F and the associated penalty framework, but the primary emphasis is on real-world decision-making: what questions to ask, how to assess the facts, and how to determine an appropriate strategy.
FREE Webinar: Late Foreign Gift Reporting: Triage, Strategy, and RiskIRS Collections, Collection Alternatives, CDP, and Understanding IRS Notices - Part II
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available for Virtual (Online) or LIVE In-Person attendance. The LIVE class will be held at: Bergen Community College in the Ciarco Learning Center 355 Mian Street, Room 102/103 Hackensack, NJ Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
IRS Collections, Collection Alternatives, CDP, and Understanding IRS Notices - Part IIReasonably Speaking: S Corp Salary Strategies
2 IRS CE/CTEC/NASBA CPE
This session discusses many considerations regarding tax compliance for S corp shareholders' reasonable compensation. With examples and details to understand the critical components of this compliance; services provided by the shareholder in relation to services performed by other employees, profit of the S corp...
Reasonably Speaking: S Corp Salary StrategiesFrom C to S: Navigating the Corporate Conversion
2 IRS CE/CTEC/NASBA CPE*
This program explores how a C-corporation for Federal tax purposes can choose to be treated as an S-Corporation. Among the issues discussed will be the requirements that must be met to do so, as well as the specific issues that remain with an S-corporation after the election has been made. ...
From C to S: Navigating the Corporate ConversionS-Corp – Pen to Paper Preparation of Form 1120-S and Related Forms
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
S-Corp – Pen to Paper Preparation of Form 1120-S and Related FormsMaking the Switch: Partnership to S-Corp Conversion
2 IRS CE/CTEC/NASBA CPE*
This program explores how a partnership for Federal tax purposes can choose to be treated as an S-Corporation for Federal tax purposes. Among the issues discussed will be the compliance aspects of each step of the process as well as the consequences of the decision. Specific attention will be paid to the real-world application of the code ...
Making the Switch: Partnership to S-Corp ConversionFREE Webinar: When the S Corp Doesn't Make Sense
2 IRS CE/CTEC/NASBA CPE*
This program examines when the S corporation election is financially and structurally appropriate for a closely held business. Participants analyze the payroll-tax arbitrage between self-employment tax and FICA, the §199A deduction, the recurring compliance-cost stack, and break-even income thresholds. ...
FREE Webinar: When the S Corp Doesn't Make SenseForming & Electing S-Corp Status: Form 2553, Late Relief & Eligibility Traps
2 IRS CE/CTEC/NASBA CPE*
This course reviews the steps for forming an entity to elect S corporation tax status, electing S corporation status, evaluating an existing entity as a potential S Corp candidate, and filing Form 2553. ...
Forming & Electing S-Corp Status: Form 2553, Late Relief & Eligibility TrapsFrequently Asked Questions
How do I get access to the course material?
Does the CE/CPE credit work with my license?
How soon after I finish an online course will I receive my CE/CPE certificate?
What happens if I lose the original copy of my certificate?
If I miss one of the live webinars, is there a way to receive a recording later?
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